Destination Wealth Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1278573
Institutional-grade research for retail investors
13F Reported Value
ⓘ$3.9B
incl. option notional
Equity Holdings
ⓘ$3.9B
Option Notional
ⓘ$516,564
$170,934 puts / $345,630 calls
Holdings
327
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Destination Wealth Management disclosed 327 positions worth $3.9B in its Form 13F-HR for Q1 2026 — $3.9B in common stock plus $516,564 of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 5.7% of the equity portfolio. During the quarter the fund opened 18 new positions and exited 33 and a full exit from $YUM. The portfolio is most concentrated in Other (52.6% of disclosed assets). All figures are sourced directly from Destination Wealth Management’s Form 13F-HR filing with the SEC under CIK 1278573.
AI Fund Analysis
Stable
$AAPL5.7% weight
Held 9 quarters
ISHARES TR
4.3% weight
Held 9 quarters
ISHARES TR
2.7% weight
Held 9 quarters
ISHARES INC
2.5% weight
Held 9 quarters
SPDR SERIES TRUST
2.4% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
ISHARES U S ETF TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$TSLAPUT$128K notional
$ADICALL$42K notional
$GSCALL$38K notional
ISHARES TRCALL$36K notional
$GOOGCALL$34K notional
$GLDCALL$34K notional
$AAPLCALL$31K notional
$NVDACALL$26K notional
$AVGOCALL$22K notional
$TSMCALL$22K notional
$CTASPUT$19K notional
$AVGOPUT$16K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$217.6M857,480 sh ISHARES TR
—Quality
$167.3M1,685,577 shISHARES TR
—Quality
$104.2M838,038 shISHARES INC
—Quality
$98.3M1,409,584 shSPDR SERIES TRUST
—Quality
$91.9M629,425 sh- 80.2
Quality
$87.0M302,436 sh ISHARES TR
—Quality
$86.9M862,821 shISHARES U S ETF TR
—Quality
$85.8M929,645 shISHARES TR
—Quality
$85.4M825,668 shPIMCO ETF TR
—Quality
$83.6M3,189,827 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $217.6M | 857,480 |
| ISHARES TR | — | $167.3M | 1,685,577 |
| ISHARES TR | — | $104.2M | 838,038 |
| ISHARES INC | — | $98.3M | 1,409,584 |
| SPDR SERIES TRUST | — | $91.9M | 629,425 |
 Alphabet Inc.$GOOG | 80.2 | $87.0M | 302,436 |
| ISHARES TR | — | $86.9M | 862,821 |
| ISHARES U S ETF TR | — | $85.8M | 929,645 |
| ISHARES TR | — | $85.4M | 825,668 |
| PIMCO ETF TR | — | $83.6M | 3,189,827 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Destination Wealth Management's 327 positions.
Showing top 10 of 327 holdings.
Sector Allocation
Other
$2.0B
Technology
$560.9M
Financials
$412.3M
Consumer Discretionary
$299.8M
Healthcare
$237.8M
Industrials
$71.7M
Consumer Staples
$71.0M
Communication Services
$58.5M
Full Holdings — Destination Wealth Management (Q1 2026)
All 327 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $217.6M | 5.7% | -1% | 76.1 |
| 2 | — | ISHARES TR | $167.3M | 4.3% | +6% | — |
| 3 | — | ISHARES TR | $104.2M | 2.7% | -0% | — |
| 4 | — | ISHARES INC | $98.3M | 2.5% | +10% | — |
| 5 | — | SPDR SERIES TRUST | $91.9M | 2.4% | -4% | — |
| 6 | $GOOG | Alphabet Inc. | $87.0M | 2.3% | -3% | 80.2 |
| 7 | — | ISHARES TR | $86.9M | 2.3% | +9% | — |
| 8 | — | ISHARES U S ETF TR | $85.8M | 2.2% | +4% | — |
| 9 | — | ISHARES TR | $85.4M | 2.2% | +3% | — |
| 10 | — | PIMCO ETF TR | $83.6M | 2.2% | +5% | — |
| 11 | — | ISHARES TR | $81.4M | 2.1% | +3% | — |
| 12 |  $COST | COSTCO WHOLESALE CORP /NEW | $74.5M | 1.9% | +1% | 67 |
| 13 | — | ISHARES TR | $73.6M | 1.9% | -1% | — |
| 14 |  $MSFT | MICROSOFT CORP | $73.2M | 1.9% | +5% | 83.7 |
| 15 | — | ISHARES TR | $71.5M | 1.9% | +1% | — |
| 16 | — | ISHARES TR | $70.4M | 1.8% | -0% | — |
| 17 | — | ISHARES TR | $69.5M | 1.8% | -6% | — |
| 18 |  $JNJ | JOHNSON & JOHNSON | $69.1M | 1.8% | -2% | 72.8 |
| 19 |  $AMZN | AMAZON COM INC | $68.2M | 1.8% | +1% | 74.6 |
| 20 | — | ISHARES TR | $63.9M | 1.7% | +57% | — |
| 21 |  $JPM | JPMORGAN CHASE & CO | $63.5M | 1.6% | +2% | 35.6 |
| 22 | — | VANGUARD INDEX FDS | $59.8M | 1.6% | -3% | — |
| 23 | — | SPDR SERIES TRUST | $58.3M | 1.5% | +4% | — |
| 24 |  $V | VISA INC. | $55.8M | 1.4% | +4% | 83.5 |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $53.7M | 1.4% | +3% | 64.5 |
| 26 |  $MA | Mastercard Inc | $52.9M | 1.4% | +2% | 81.7 |
| 27 |  $LLY | ELI LILLY & Co | $52.1M | 1.4% | +0% | 89.3 |
| 28 | — | BLACKROCK ETF TRUST | $48.7M | 1.3% | +6% | — |
| 29 | — | ISHARES TR | $48.3M | 1.3% | +4% | — |
| 30 |  $CL | COLGATE PALMOLIVE CO | $47.2M | 1.2% | +3% | 72.4 |
| 31 |  $TJX | TJX COMPANIES INC /DE/ | $39.9M | 1.0% | -1% | 70.7 |
| 32 |  $ADI | ANALOG DEVICES INC | $38.6M | 1.0% | -2% | 76.2 |
| 33 |  $ASML | ASML HOLDING NV | $37.1M | 1.0% | -5% | — |
| 34 |  $WMT | Walmart Inc. | $37.0M | 1.0% | -1% | 63.2 |
| 35 | — | SCHWAB STRATEGIC TR | $36.1M | 0.9% | -20% | — |
| 36 | — | ISHARES TR | $34.5M | 0.9% | +5% | — |
| 37 | — | PIMCO ETF TR | $33.5M | 0.9% | +5% | — |
| 38 | — | GLOBAL X FDS | $32.0M | 0.8% | -1% | — |
| 39 |  $AXP | AMERICAN EXPRESS CO | $31.9M | 0.8% | +1% | 73.2 |
| 40 |  $WM | WASTE MANAGEMENT INC | $31.2M | 0.8% | +1% | 70.7 |
| 41 | — | ISHARES TR | $30.7M | 0.8% | +3% | — |
| 42 | — | VANGUARD INTL EQUITY INDEX F | $29.4M | 0.8% | NEW | — |
| 43 |  $VZ | VERIZON COMMUNICATIONS INC | $27.7M | 0.7% | +3% | 71.6 |
| 44 |  $ECL | ECOLAB INC. | $27.1M | 0.7% | +1% | 64.3 |
| 45 |  $DIS | Walt Disney Co | $26.9M | 0.7% | -1% | 68.9 |
| 46 | — | SCHWAB STRATEGIC TR | $26.8M | 0.7% | -26% | — |
| 47 |  $MCD | MCDONALDS CORP | $26.7M | 0.7% | +3% | 73.9 |
| 48 |  $PFE | PFIZER INC | $26.5M | 0.7% | +15% | 69 |
| 49 |  $ICE | Intercontinental Exchange, Inc. | $26.4M | 0.7% | +1% | 73.8 |
| 50 |  $ABT | ABBOTT LABORATORIES | $26.4M | 0.7% | +5% | 67 |
| 51 |  $AFL | AFLAC INC | $26.0M | 0.7% | +1% | 60.3 |
| 52 |  $ROST | ROSS STORES, INC. | $25.1M | 0.7% | -1% | 71.5 |
| 53 |  $QCOM | QUALCOMM INC/DE | $24.5M | 0.6% | +4% | 81.9 |
| 54 |  $SYK | STRYKER CORP | $23.3M | 0.6% | +2% | 69.8 |
| 55 | — | AMPLIFY ETF TR | $23.3M | 0.6% | +1% | — |
| 56 |  $BX | Blackstone Inc. | $23.0M | 0.6% | +7% | 68 |
| 57 | — | ISHARES TR | $22.6M | 0.6% | +3% | — |
| 58 |  $NVDA | NVIDIA CORP | $22.2M | 0.6% | +16% | 90.2 |
| 59 | — | ISHARES TR | $21.8M | 0.6% | +4% | — |
| 60 |  $COF | CAPITAL ONE FINANCIAL CORP | $21.7M | 0.6% | -2% | 71 |
| 61 | — | ISHARES TR | $21.6M | 0.6% | +5% | — |
| 62 |  $ORLY | O REILLY AUTOMOTIVE INC | $21.3M | 0.6% | +1% | 72.7 |
| 63 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $20.8M | 0.5% | +5% | 63.7 |
| 64 |  $ISRG | INTUITIVE SURGICAL INC | $20.6M | 0.5% | +7% | 81.4 |
| 65 |  $GOOGL | Alphabet Inc. | $20.1M | 0.5% | +25% | 80.2 |
| 66 |  $AMT | AMERICAN TOWER CORP /MA/ | $19.5M | 0.5% | +15% | 69.8 |
| 67 | — | ISHARES TR | $15.9M | 0.4% | -3% | — |
| 68 |  $SPY | SPDR S&P 500 ETF TRUST | $15.5M | 0.4% | +0% | — |
| 69 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $15.3M | 0.4% | +26% | — |
| 70 | — | ISHARES TR | $14.2M | 0.4% | +4% | — |
| 71 | — | VANGUARD INDEX FDS | $13.2M | 0.3% | -1% | — |
| 72 |  $WT | WisdomTree, Inc. | $12.4M | 0.3% | -0% | 62.9 |
| 73 |  $ZTS | Zoetis Inc. | $11.9M | 0.3% | -3% | 72.6 |
| 74 | $WT | WisdomTree, Inc. | $11.8M | 0.3% | -1% | 62.9 |
| 75 |  $LMT | LOCKHEED MARTIN CORP | $10.4M | 0.3% | +0% | 65 |
| 76 |  $AVGO | Broadcom Inc. | $10.4M | 0.3% | -4% | 86.4 |
| 77 |  $TSLA | Tesla, Inc. | $9.1M | 0.2% | +6% | 50.1 |
| 78 | — | VANGUARD WORLD FD | $9.1M | 0.2% | -0% | — |
| 79 | — | PIMCO ETF TR | $9.1M | 0.2% | -5% | — |
| 80 | — | ISHARES TR | $9.0M | 0.2% | +2% | — |
| 81 | — | VANGUARD INDEX FDS | $8.9M | 0.2% | +21% | — |
| 82 |  $PG | PROCTER & GAMBLE Co | $8.4M | 0.2% | +4% | 72.9 |
| 83 | — | ISHARES TR | $8.4M | 0.2% | -0% | — |
| 84 |  $META | Meta Platforms, Inc. | $8.3M | 0.2% | +13% | 80.9 |
| 85 | — | SCHWAB STRATEGIC TR | $8.2M | 0.2% | -19% | — |
| 86 |  $KO | COCA COLA CO | $7.8M | 0.2% | +2% | 74 |
| 87 | — | ISHARES TR | $7.6M | 0.2% | +6% | — |
| 88 |  $CVX | CHEVRON CORP | $7.4M | 0.2% | +3% | 54.7 |
| 89 |  $SNPS | SYNOPSYS INC | $7.2M | 0.2% | -3% | 63.1 |
| 90 |  $UL | UNILEVER PLC | $7.1M | 0.2% | +3% | — |
| 91 |  $PLTR | Palantir Technologies Inc. | $6.5M | 0.2% | +52% | 85.8 |
| 92 |  $PEP | PEPSICO INC | $6.2M | 0.2% | +2% | 62.7 |
| 93 |  $XOM | EXXON MOBIL CORP | $6.1M | 0.2% | +6% | 61.8 |
| 94 | — | ISHARES TR | $5.9M | 0.1% | +1% | — |
| 95 | — | SCHWAB STRATEGIC TR | $5.9M | 0.1% | -4% | — |
| 96 |  $IVZ | Invesco Ltd. | $5.9M | 0.1% | -3% | — |
| 97 | — | ISHARES TR | $5.7M | 0.1% | -3% | — |
| 98 | — | VANGUARD INDEX FDS | $5.6M | 0.1% | +3% | — |
| 99 | — | SCHWAB STRATEGIC TR | $5.6M | 0.1% | -12% | — |
| 100 |  $KMB | KIMBERLY CLARK CORP | $5.5M | 0.1% | +25% | 61.7 |
| 101 | — | VANGUARD WORLD FD | $5.3M | 0.1% | +0% | — |
| 102 | — | VANECK ETF TRUST | $5.3M | 0.1% | +3% | — |
| 103 | — | SELECT SECTOR SPDR TR | $5.2M | 0.1% | -1% | — |
| 104 | — | PIMCO ETF TR | $4.8M | 0.1% | +1% | — |
| 105 | — | ISHARES TR | $4.6M | 0.1% | +0% | — |
| 106 | — | SPDR SERIES TRUST | $4.4M | 0.1% | -4% | — |
| 107 |  $SCHW | SCHWAB CHARLES CORP | $4.2M | 0.1% | +231% | 77.2 |
| 108 | — | SCHWAB STRATEGIC TR | $4.2M | 0.1% | +17% | — |
| 109 | — | SCHWAB STRATEGIC TR | $3.4M | 0.1% | -3% | — |
| 110 | — | VANGUARD INDEX FDS | $3.0M | 0.1% | +12% | — |
| 111 |  $NFLX | NETFLIX INC | $2.9M | 0.1% | +0% | 86.7 |
| 112 |  $LRCX | LAM RESEARCH CORP | $2.9M | 0.1% | +278% | 82.4 |
| 113 |  $AMD | ADVANCED MICRO DEVICES INC | $2.9M | 0.1% | +5% | 78.8 |
| 114 |  $UPS | UNITED PARCEL SERVICE INC | $2.8M | 0.1% | +3% | 58.2 |
| 115 |  $DHR | DANAHER CORP /DE/ | $2.8M | 0.1% | -31% | 63.9 |
| 116 | $IVZ | Invesco Ltd. | $2.7M | 0.1% | +309% | — |
| 117 | — | ISHARES TR | $2.7M | 0.1% | -3% | — |
| 118 | — | SPDR SERIES TRUST | $2.7M | 0.1% | -13% | — |
| 119 | — | ISHARES TR | $2.6M | 0.1% | +4% | — |
| 120 | — | ISHARES TR | $2.5M | 0.1% | +2% | — |
| 121 |  $AMAT | APPLIED MATERIALS INC /DE | $2.4M | 0.1% | -1% | 74.8 |
| 122 | — | ISHARES TR | $2.4M | 0.1% | +7% | — |
| 123 | $IVZ | Invesco Ltd. | $2.4M | 0.1% | -3% | — |
| 124 |  $CTAS | CINTAS CORP | $2.4M | 0.1% | +0% | 76.3 |
| 125 | — | VANGUARD WORLD FD | $2.3M | 0.1% | +3% | — |
| 126 | — | VANGUARD INDEX FDS | $2.3M | 0.1% | -0% | — |
| 127 |  $ANET | Arista Networks, Inc. | $2.3M | 0.1% | -0% | 86 |
| 128 | — | ISHARES TR | $2.2M | 0.1% | +20% | — |
| 129 |  $ORCL | ORACLE CORP | $2.1M | 0.1% | +6% | 67.2 |
| 130 | — | SPDR SERIES TRUST | $2.1M | 0.1% | -1% | — |
| 131 |  $AX | Axos Financial, Inc. | $2.1M | 0.1% | +0% | 34.3 |
| 132 | — | VANGUARD SPECIALIZED FUNDS | $2.1M | 0.1% | +44% | — |
| 133 | — | SCHWAB STRATEGIC TR | $2.0M | 0.1% | +12% | — |
| 134 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.9M | 0.1% | +19% | 66.7 |
| 135 | — | ISHARES TR | $1.9M | 0.1% | +4% | — |
| 136 | — | VANGUARD TAX-MANAGED FDS | $1.9M | 0.1% | +2% | — |
| 137 | — | DBX ETF TR | $1.8M | 0.1% | -2% | — |
| 138 |  $GS | GOLDMAN SACHS GROUP INC | $1.7M | 0.0% | +16% | — |
| 139 |  $CSCO | CISCO SYSTEMS, INC. | $1.7M | 0.0% | -20% | 72.3 |
| 140 | — | ISHARES TR | $1.7M | 0.0% | +6% | — |
| 141 |  $MELI | MERCADOLIBRE INC | $1.5M | 0.0% | +0% | 77.5 |
| 142 |  $NVO | NOVO NORDISK A S | $1.5M | 0.0% | +2% | — |
| 143 |  $HD | HOME DEPOT, INC. | $1.4M | 0.0% | +3% | 69.2 |
| 144 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.0% | -33% | 64.5 |
| 145 |  $INTC | INTEL CORP | $1.3M | 0.0% | +2% | 41.5 |
| 146 |  $NEE | NEXTERA ENERGY INC | $1.3M | 0.0% | +2% | 71.7 |
| 147 | — | ISHARES TR | $1.2M | 0.0% | +0% | — |
| 148 |  $BLK | BlackRock, Inc. | $1.2M | 0.0% | -1% | 70.3 |
| 149 |  $ABBV | AbbVie Inc. | $1.2M | 0.0% | +135% | 59.3 |
| 150 | — | PIMCO ETF TR | $1.2M | 0.0% | +9% | — |
| 151 |  $GLW | CORNING INC /NY | $1.1M | 0.0% | +5% | 72.7 |
| 152 |  $RTX | RTX Corp | $1.1M | 0.0% | +5% | 70 |
| 153 |  $MS | MORGAN STANLEY | $1.1M | 0.0% | -3% | — |
| 154 |  $BAC | BANK OF AMERICA CORP /DE/ | $996,226 | 0.0% | +63% | 68.4 |
| 155 |  $UBFO | UNITED SECURITY BANCSHARES | $993,257 | 0.0% | +0% | 53.1 |
| 156 |  $CAT | CATERPILLAR INC | $939,241 | 0.0% | +13% | 67.8 |
| 157 |  $SBUX | STARBUCKS CORP | $895,183 | 0.0% | +8% | 54.6 |
| 158 |  $WFC | WELLS FARGO & COMPANY/MN | $868,752 | 0.0% | +132% | — |
| 159 |  $J | JACOBS SOLUTIONS INC. | $820,520 | 0.0% | +208% | 47.7 |
| 160 | $IVZ | Invesco Ltd. | $807,188 | 0.0% | +12% | — |
| 161 | — | VANGUARD WHITEHALL FDS | $798,683 | 0.0% | +6% | — |
| 162 |  $MPC | Marathon Petroleum Corp | $795,783 | 0.0% | +0% | 50.7 |
| 163 | — | PUTNAM ETF TRUST | $786,240 | 0.0% | +0% | — |
| 164 | — | SPDR SERIES TRUST | $772,892 | 0.0% | +127% | — |
| 165 |  $BA | BOEING CO | $762,233 | 0.0% | +11% | 51.8 |
| 166 |  $SHOP | SHOPIFY INC. | $758,812 | 0.0% | +20% | — |
| 167 |  $CB | Chubb Ltd | $756,158 | 0.0% | +225% | — |
| 168 |  $TRV | TRAVELERS COMPANIES, INC. | $754,512 | 0.0% | +50% | 71.5 |
| 169 |  $CPRT | COPART INC | $752,843 | 0.0% | NEW | 74.9 |
| 170 | — | ISHARES U S ETF TR | $751,260 | 0.0% | +0% | — |
| 171 |  $INTU | INTUIT INC. | $747,704 | 0.0% | +2% | 82 |
| 172 | — | VANGUARD WORLD FD | $747,427 | 0.0% | +0% | — |
| 173 |  $MRK | Merck & Co., Inc. | $744,236 | 0.0% | +43% | 70.9 |
| 174 | — | VANGUARD STAR FDS | $735,784 | 0.0% | -4% | — |
| 175 |  $MANH | MANHATTAN ASSOCIATES INC | $718,848 | 0.0% | +0% | 70.1 |
| 176 |  $ITW | ILLINOIS TOOL WORKS INC | $714,222 | 0.0% | NEW | 71.2 |
| 177 | — | ISHARES TR | $705,568 | 0.0% | -1% | — |
| 178 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $693,030 | 0.0% | +1% | 76.6 |
| 179 | — | GLOBAL X FDS | $684,026 | 0.0% | -3% | — |
| 180 |  $SO | SOUTHERN CO | $683,265 | 0.0% | -0% | 65.1 |
| 181 | — | SELECT SECTOR SPDR TR | $676,890 | 0.0% | +85% | — |
| 182 |  $GILD | GILEAD SCIENCES, INC. | $654,636 | 0.0% | +52% | 77.8 |
| 183 | — | ISHARES TR | $650,281 | 0.0% | -2% | — |
| 184 | — | ISHARES TR | $650,027 | 0.0% | -12% | — |
| 185 |  $T | AT&T INC. | $641,526 | 0.0% | +28% | 71.9 |
| 186 | — | DIMENSIONAL ETF TRUST | $629,299 | 0.0% | +0% | — |
| 187 |  $DUK | Duke Energy CORP | $626,994 | 0.0% | +8% | 64 |
| 188 | — | VANGUARD WORLD FD | $617,822 | 0.0% | -3% | — |
| 189 | — | SCHWAB STRATEGIC TR | $609,124 | 0.0% | +13% | — |
| 190 |  $CME | CME GROUP INC. | $604,877 | 0.0% | +1% | 74.5 |
| 191 |  $NU | Nu Holdings Ltd. | $604,435 | 0.0% | +0% | — |
| 192 |  $CMI | CUMMINS INC | $595,103 | 0.0% | +49% | 58.9 |
| 193 |  $MDT | Medtronic plc | $587,314 | 0.0% | +6% | — |
| 194 |  $GE | GENERAL ELECTRIC CO | $583,841 | 0.0% | +25% | 74.8 |
| 195 | — | ISHARES TR | $580,892 | 0.0% | +28% | — |
| 196 |  $COP | CONOCOPHILLIPS | $577,531 | 0.0% | +5% | 74.8 |
| 197 |  $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | $556,036 | 0.0% | +19% | — |
| 198 | — | GLOBAL X FDS | $541,478 | 0.0% | -1% | — |
| 199 |  $MO | ALTRIA GROUP, INC. | $535,780 | 0.0% | +26% | 72.1 |
| 200 |  $IRM | IRON MOUNTAIN INC | $529,698 | 0.0% | +58% | 50.7 |
| 201 |  $AMGN | AMGEN INC | $525,168 | 0.0% | +7% | 79.5 |
| 202 | — | STATE STR SPDR DOW JONES IND | $522,229 | 0.0% | +0% | — |
| 203 | — | SELECT SECTOR SPDR TR | $510,351 | 0.0% | +5% | — |
| 204 |  $EW | Edwards Lifesciences Corp | $508,092 | 0.0% | +2% | 67.6 |
| 205 | — | ISHARES TR | $498,647 | 0.0% | -7% | — |
| 206 | $WT | WisdomTree, Inc. | $493,184 | 0.0% | NEW | 62.9 |
| 207 |  $GEV | GE Vernova Inc. | $491,836 | 0.0% | NEW | 70.1 |
| 208 |  $PLD | Prologis, Inc. | $488,242 | 0.0% | +3% | 67.5 |
| 209 | — | ISHARES TR | $484,888 | 0.0% | -86% | — |
| 210 | — | SPDR INDEX SHS FDS | $482,773 | 0.0% | -3% | — |
| 211 |  $MKL | MARKEL GROUP INC. | $478,518 | 0.0% | +0% | 68.2 |
| 212 |  $HON | HONEYWELL INTERNATIONAL INC | $477,601 | 0.0% | +9% | 65.7 |
| 213 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $472,413 | 0.0% | +87% | — |
| 214 |  $KLAC | KLA CORP | $466,754 | 0.0% | +45% | 84.4 |
| 215 | — | VANGUARD WORLD FD | $459,347 | 0.0% | -31% | — |
| 216 | — | ISHARES TR | $456,209 | 0.0% | +9% | — |
| 217 |  $PIPR | PIPER SANDLER COMPANIES | $455,932 | 0.0% | +297% | 64.4 |
| 218 |  $IDXX | IDEXX LABORATORIES INC /DE | $447,826 | 0.0% | +3% | 73.6 |
| 219 |  $HPE | Hewlett Packard Enterprise Co | $446,235 | 0.0% | -1% | 52.5 |
| 220 | — | SPDR SERIES TRUST | $431,891 | 0.0% | -2% | — |
| 221 | — | ISHARES TR | $426,679 | 0.0% | +22% | — |
| 222 | — | ISHARES TR | $420,942 | 0.0% | -95% | — |
| 223 | — | VANGUARD INTL EQUITY INDEX F | $410,789 | 0.0% | NEW | — |
| 224 | — | ISHARES TR | $408,760 | 0.0% | -23% | — |
| 225 | — | AMERICAN CENTY ETF TR | $407,229 | 0.0% | +20% | — |
| 226 |  $CEG | Constellation Energy Corp | $406,482 | 0.0% | +21% | 62.5 |
| 227 |  $GLD | SPDR GOLD TRUST | $401,461 | 0.0% | -1% | — |
| 228 |  $MICC | Magnum Ice Cream Co N.V. | $400,944 | 0.0% | -1% | — |
| 229 |  $ADP | AUTOMATIC DATA PROCESSING INC | $394,576 | 0.0% | +2% | 77.9 |
| 230 | — | SSGA ACTIVE ETF TR | $393,093 | 0.0% | -1% | — |
| 231 |  $ES | EVERSOURCE ENERGY | $390,345 | 0.0% | +2% | 67 |
| 232 | — | PROFESIONALLY MANAGED PORTFO | $389,293 | 0.0% | +2% | — |
| 233 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $385,753 | 0.0% | -9% | 71.5 |
| 234 |  $KEYS | Keysight Technologies, Inc. | $382,611 | 0.0% | +7% | 72.3 |
| 235 | — | LISTED FDS TR | $376,914 | 0.0% | NEW | — |
| 236 | — | VANGUARD BD INDEX FDS | $374,975 | 0.0% | -46% | — |
| 237 | — | ISHARES TR | $368,114 | 0.0% | -11% | — |
| 238 |  $RBLX | Roblox Corp | $365,547 | 0.0% | -3% | 53.7 |
| 239 |  $OLED | UNIVERSAL DISPLAY CORP \PA\ | $362,149 | 0.0% | +4% | 64.7 |
| 240 |  $LH | LABCORP HOLDINGS INC. | $356,760 | 0.0% | -2% | 54.8 |
| 241 |  $ADBE | ADOBE INC. | $345,903 | 0.0% | -19% | 80.4 |
| 242 |  $DGX | QUEST DIAGNOSTICS INC | $345,513 | 0.0% | -2% | 69.1 |
| 243 |  $RPM | RPM INTERNATIONAL INC/DE/ | $339,174 | 0.0% | -1% | 57.3 |
| 244 |  $TXN | TEXAS INSTRUMENTS INC | $336,564 | 0.0% | +8% | 70.4 |
| 245 | — | VANGUARD INDEX FDS | $335,531 | 0.0% | +7% | — |
| 246 |  $HPQ | HP INC | $334,305 | 0.0% | +1% | 58.9 |
| 247 | — | SCHWAB STRATEGIC TR | $332,833 | 0.0% | -39% | — |
| 248 |  $SPGI | S&P Global Inc. | $330,064 | 0.0% | -3% | 79.4 |
| 249 |  $TT | Trane Technologies plc | $322,557 | 0.0% | -39% | — |
| 250 |  $IPGP | IPG PHOTONICS CORP | $321,742 | 0.0% | +0% | 34.9 |
| 251 |  $CSW | CSW INDUSTRIALS, INC. | $319,992 | 0.0% | +0% | 64.1 |
| 252 |  $FTV | Fortive Corp | $316,118 | 0.0% | -43% | 55.9 |
| 253 |  $A | AGILENT TECHNOLOGIES, INC. | $314,585 | 0.0% | +8% | 64.6 |
| 254 | — | ISHARES TR | $308,687 | 0.0% | +0% | — |
| 255 | — | SPDR SERIES TRUST | $308,283 | 0.0% | +16% | — |
| 256 |  $HTBK | HERITAGE COMMERCE CORP | $308,256 | 0.0% | +0% | 48.1 |
| 257 |  $GD | GENERAL DYNAMICS CORP | $305,436 | 0.0% | NEW | 73 |
| 258 |  $PLUS | EPLUS INC | $301,000 | 0.0% | -1% | 56 |
| 259 | — | ISHARES TR | $297,497 | 0.0% | -95% | — |
| 260 | — | AMERICAN CENTY ETF TR | $297,296 | 0.0% | -15% | — |
| 261 | — | VANGUARD WHITEHALL FDS | $289,162 | 0.0% | -40% | — |
| 262 | — | VANGUARD INSTL INDEX FD | $285,881 | 0.0% | NEW | — |
| 263 |  $CRM | Salesforce, Inc. | $278,612 | 0.0% | -37% | 75.2 |
| 264 | — | DIMENSIONAL ETF TRUST | $276,529 | 0.0% | +0% | — |
| 265 |  $TMUS | T-Mobile US, Inc. | $273,459 | 0.0% | +32% | 72.7 |
| 266 |  $PZZA | PAPA JOHNS INTERNATIONAL INC | $272,244 | 0.0% | -5% | 44.3 |
| 267 | — | ISHARES TR | $268,768 | 0.0% | -92% | — |
| 268 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $267,802 | 0.0% | +6% | 70.4 |
| 269 |  $IAU | ISHARES GOLD TRUST | $267,654 | 0.0% | +21% | — |
| 270 | — | VANGUARD INDEX FDS | $267,191 | 0.0% | -35% | — |
| 271 | — | SCHWAB STRATEGIC TR | $266,945 | 0.0% | +15% | — |
| 272 |  $__PARK_1390777 | Bank of New York Mellon Corp | $266,421 | 0.0% | +5% | 36.7 |
| 273 |  $ALL | ALLSTATE CORP | $263,114 | 0.0% | +5% | 76.6 |
| 274 | — | ISHARES TR | $259,567 | 0.0% | -18% | — |
| 275 |  $CAH | CARDINAL HEALTH INC | $255,896 | 0.0% | +1% | 58.6 |
| 276 |  $UBER | Uber Technologies, Inc | $251,971 | 0.0% | NEW | 79.3 |
| 277 | — | SPDR SERIES TRUST | $251,810 | 0.0% | +9% | — |
| 278 | — | ISHARES TR | $251,453 | 0.0% | -88% | — |
| 279 |  $ELS | EQUITY LIFESTYLE PROPERTIES INC | $248,364 | 0.0% | +4% | 65.6 |
| 280 | — | ISHARES TR | $246,291 | 0.0% | +2% | — |
| 281 | — | ISHARES INC | $244,489 | 0.0% | -100% | — |
| 282 |  $EBAY | EBAY INC | $243,987 | 0.0% | +9% | 69.3 |
| 283 | — | ISHARES TR | $242,909 | 0.0% | +0% | — |
| 284 |  $ITT | ITT INC. | $238,552 | 0.0% | NEW | 63.1 |
| 285 |  $MAIN | Main Street Capital CORP | $238,002 | 0.0% | NEW | — |
| 286 |  $MCK | MCKESSON CORP | $235,633 | 0.0% | -70% | 63.7 |
| 287 | — | SPDR SERIES TRUST | $235,573 | 0.0% | -7% | — |
| 288 | — | ISHARES TR | $231,876 | 0.0% | +5% | — |
| 289 | — | ISHARES TR | $229,820 | 0.0% | +0% | — |
| 290 |  $UNH | UNITEDHEALTH GROUP INC | $226,069 | 0.0% | -11% | 66.8 |
| 291 |  $ACN | Accenture plc | $224,266 | 0.0% | +12% | — |
| 292 | — | ISHARES TR | $220,754 | 0.0% | -93% | — |
| 293 | — | SCHWAB STRATEGIC TR | $219,158 | 0.0% | -96% | — |
| 294 | — | ISHARES TR | $218,661 | 0.0% | +0% | — |
| 295 | — | ISHARES TR | $216,675 | 0.0% | -90% | — |
| 296 |  $COHR | COHERENT CORP. | $214,389 | 0.0% | NEW | 64 |
| 297 |  $SRE | SEMPRA | $206,512 | 0.0% | NEW | 47.6 |
| 298 | — | VANGUARD SCOTTSDALE FDS | $205,468 | 0.0% | NEW | — |
| 299 |  $EVR | Evercore Inc. | $203,285 | 0.0% | +9% | 76.1 |
| 300 |  $F | FORD MOTOR CO | $167,755 | 0.0% | -2% | 58.5 |
| 301 | $TSLAPUT | Tesla, Inc. | $127,699 | — | -25% | 50.1 |
| 302 |  $SNAP | Snap Inc | $116,214 | 0.0% | NEW | 46.8 |
| 303 |  $WEAV | Weave Communications, Inc. | $97,990 | 0.0% | +0% | 38.3 |
| 304 |  $IOVA | IOVANCE BIOTHERAPEUTICS, INC. | $70,288 | 0.0% | +0% | 30.6 |
| 305 | $ADICALL | ANALOG DEVICES INC | $42,310 | — | -43% | 76.2 |
| 306 | $GSCALL | GOLDMAN SACHS GROUP INC | $37,726 | — | +0% | — |
| 307 | — | ISHARES TR | $36,256 | — | +0% | — |
| 308 | $GOOGCALL | Alphabet Inc. | $34,451 | — | +0% | 80.2 |
| 309 | $GLDCALL | SPDR GOLD TRUST | $33,802 | — | +0% | — |
| 310 | $AAPLCALL | Apple Inc. | $31,190 | — | +0% | 76.1 |
| 311 | $NVDACALL | NVIDIA CORP | $25,922 | — | +0% | 90.2 |
| 312 | $AVGOCALL | Broadcom Inc. | $22,263 | — | +0% | 86.4 |
| 313 | $TSMCALL | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $21,661 | — | +0% | — |
| 314 | $CTASPUT | CINTAS CORP | $19,374 | — | -45% | 76.3 |
| 315 | $AVGOPUT | Broadcom Inc. | $15,795 | — | -22% | 86.4 |
| 316 | $AMZNCALL | AMAZON COM INC | $15,440 | — | +0% | 74.6 |
| 317 | $MSCALL | MORGAN STANLEY | $13,422 | — | NEW | — |
| 318 | $NFLXCALL | NETFLIX INC | $10,096 | — | +0% | 86.7 |
| 319 | $METACALL | Meta Platforms, Inc. | $9,229 | — | +0% | 80.9 |
| 320 | $MSFTCALL | MICROSOFT CORP | $4,459 | — | +0% | 83.7 |
| 321 | $WFCCALL | WELLS FARGO & COMPANY/MN | $4,323 | — | NEW | — |
| 322 | $MSFTPUT | MICROSOFT CORP | $3,386 | — | -27% | 83.7 |
| 323 | $BACCALL | BANK OF AMERICA CORP /DE/ | $3,080 | — | NEW | 68.4 |
| 324 | $GOOGPUT | Alphabet Inc. | $1,665 | — | +0% | 80.2 |
| 325 | $ADIPUT | ANALOG DEVICES INC | $1,325 | — | -60% | 76.2 |
| 326 | $GOOGLPUT | Alphabet Inc. | $1,089 | — | -29% | 80.2 |
| 327 | $AAPLPUT | Apple Inc. | $601 | — | -17% | 76.1 |
New Positions (18)
VANGUARD INTL EQUITY INDEX F$29.4M
$CPRT COPART INC$752,843$ITW ILLINOIS TOOL WORKS INC$714,222$GEV GE Vernova Inc.$491,836 VANGUARD INTL EQUITY INDEX F$410,789
LISTED FDS TR$376,914
$GD GENERAL DYNAMICS CORP$305,436 VANGUARD INSTL INDEX FD$285,881
$UBER Uber Technologies, Inc$251,971$ITT ITT INC.$238,552$MAIN Main Street Capital CORP$238,002$COHR COHERENT CORP.$214,389$SRE SEMPRA$206,512 VANGUARD SCOTTSDALE FDS$205,468
$SNAP Snap Inc$116,214Exited Positions (33)
$YUM YUM BRANDS INC
$NTES NetEase, Inc.
$OTEX OPEN TEXT CORP
$APH AMPHENOL CORP /DE/
$RDDT Reddit, Inc.
$ELV Elevance Health, Inc.
$MDGL MADRIGAL PHARMACEUTICALS, INC.
$CRF CORNERSTONE TOTAL RETURN FUND INC$SPYCALL SPDR S&P 500 ETF TRUST$ASMLCALL ASML HOLDING NV$JPMCALL JPMORGAN CHASE & COCALL SPDR DOW JONES INDL AVERAGE
$AXPCALL AMERICAN EXPRESS CO$LLYCALL ELI LILLY & Co$ISRGCALL INTUITIVE SURGICAL INCBrowse Top Institutional Investors
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